Most Frequently Asked Questions

How does the investment team interact to come to a security selection decision?

A critical element to the success of the portfolio’s research process is the firm’s team of seasoned investment professionals who hold a proven track record in screening, researching, and stock-picking.   The investment team is comprised of two portfolio managers/analysts and six research analysts.   The research analysts cover specific sectors and are responsible for presenting stock ideas to the investment team and act as a stock sponsor.   Once a stock sponsor presents an idea to the investment team, the team evaluates the company, but the portfolio manager makes the final decision to buy the stock.   Stocks are thoroughly reviewed in a team setting, but the portfolio manager decides if the stock is timely and should be included in the portfolio.   Stock sponsors are accountable for covering the stocks and communicating all material issues to the portfolio manager for as long as the stock is owned, while the portfolio manager provides tactics on positioning and size.   Three strategy meetings are held each week and devoted to increasing communication among the investment team.   During the strategy meetings, the investment team discusses new stock ideas, reviews buy/sell disciplines, and monitors portfolio sector weightings.  

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